CANONSBURG, PA
Allocation by class
Portfolio Concentration
Top 3 weight
29.7%
Top 10 weight
58.2%
Voting Authority Distribution
Total shares with voting rights: 2.94M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.94M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TRSOLE | AVANTIS US LARG | 259.35K | SH | $23.33M 13.56% | 0.00 | 0.00 | 259.35K |
AMERICAN CENTY ETF TRSOLE | AVA MID EQU ETF | 189.31K | SH | $15.19M 8.83% | 0.00 | 0.00 | 189.31K |
AMERICAN CENTY ETF TRSOLE | AVANTIS CORE FI | 303.80K | SH | $12.58M 7.31% | 0.00 | 0.00 | 303.80K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 114.94K | SH | $10.48M 6.09% | 0.00 | 0.00 | 114.94K |
AMERICAN CENTY ETF TRSOLE | US QUALITY GROW | 80.05K | SH | $9.45M 5.49% | 0.00 | 0.00 | 80.05K |
AMERICAN CENTY ETF TRSOLE | FOCUSED LRG CAP | 108.24K | SH | $8.80M 5.11% | 0.00 | 0.00 | 108.24K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 65.74K | SH | $5.86M 3.41% | 0.00 | 0.00 | 65.74K |
AMERICAN CENTY ETF TRSOLE | FOCUSED DYNAMIC | 39.20K | SH | $5.22M 3.03% | 0.00 | 0.00 | 39.20K |
AMERICAN CENTY ETF TRSOLE | AVAN EMER EX ETF | 58.19K | SH | $4.98M 2.90% | 0.00 | 0.00 | 58.19K |
AMERICAN CENTY ETF TRSOLE | QUALITY DIVRSFED | 61.41K | SH | $4.26M 2.48% | 0.00 | 0.00 | 61.41K |
AIM ETF PRODUCTS TRUSTSOLE | ALLIA US MAY ETF | 114.37K | SH | $3.98M 2.31% | 0.00 | 0.00 | 114.37K |
AMERICAN CENTY ETF TRSOLE | SHORT DURTN STRG | 74.53K | SH | $3.83M 2.22% | 0.00 | 0.00 | 74.53K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 5.54K | SH | $3.80M 2.21% | 0.00 | 0.00 | 5.54K |
AMERICAN CENTY ETF TRSOLE | REAL ESTATE ETF | 79.14K | SH | $3.75M 2.18% | 0.00 | 0.00 | 79.14K |
AMERICAN CENTY ETF TRSOLE | DIVERSIFID CRP | 76.79K | SH | $3.60M 2.09% | 0.00 | 0.00 | 76.79K |
STERLING CAP FDSSOLE | NATIONAL MUNI BD | 119.11K | SH | $3.00M 1.74% | 0.00 | 0.00 | 119.11K |
AIM ETF PRODUCTS TRUSTSOLE | ALLIA US JUN ETF | 76.91K | SH | $2.65M 1.54% | 0.00 | 0.00 | 76.91K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 25.05K | SH | $2.58M 1.50% | 0.00 | 0.00 | 25.05K |
AMERICAN CENTY ETF TRSOLE | SELE HIGH YI ETF | 54.88K | SH | $2.54M 1.48% | 0.00 | 0.00 | 54.88K |
AIM ETF PRODUCTS TRUSTSOLE | ALLIA US JAN ETF | 64.40K | SH | $2.49M 1.45% | 0.00 | 0.00 | 64.40K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 18.24K | SH | $2.28M 1.32% | 0.00 | 0.00 | 18.24K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST U.S EQT | 50.46K | SH | $2.17M 1.26% | 0.00 | 0.00 | 50.46K |
AIM ETF PRODUCTS TRUSTSOLE | ALLIA US FEB ETF | 60.46K | SH | $2.15M 1.25% | 0.00 | 0.00 | 60.46K |
ELEVATION SERIES TRUSTSOLE | TRUE SE BUFF ETF | 76.33K | SH | $2.11M 1.22% | 0.00 | 0.00 | 76.33K |
SIMPLIFY EXCHANGE TRADED FUNSOLE | BARRIER INCOME | 77.72K | SH | $1.99M 1.16% | 0.00 | 0.00 | 77.72K |